Treasury Management Sales Process Architect

Capital One; Richmond (VA); On-site; USD 99,000 - 124,000; Full time

Job summary

Capital One is seeking a Sales Process & Strategy Associate for Treasury Management to design and implement an end-to-end TM Sales ecosystem, supporting new opportunities through client retention. The role focuses on process and systems design, data reporting, and executive-level collaboration across cross-functional teams.

The ideal candidate brings 3+ years in project/process management, 1+ year in process engineering, and familiarity with Salesforce and BI tools.

Qualifications

• 3+ years of project or process management experience.
• 1+ year of process engineering experience.
• High School Diploma, GED or equivalent certification.
• Familiarity with Salesforce and CRM tools is a plus.

Responsibilities

• Diagnose, design, and implement TM Sales management system infrastructure.
• Serve as Salesforce liaison for TM Sales: access requests, org changes, and forecast accuracy.
• Identify system opportunities to drive business outcomes and performance.
• Maintain sales reports and dashboards; run data integrity routines for leadership.

Skills

Project management

Process management

Process engineering

Salesforce

Data analysis

Agile tools

Education

Bachelor’s Degree

Military experience

Tools

SQL

Snowflake

Tableau

BI Tools

Job description

Capital One is seeking a Sales Process & Strategy Associate for Treasury Management to design and implement an end-to-end TM Sales ecosystem, supporting new opportunities through client retention. The role focuses on process and systems design, data reporting, and executive-level collaboration across cross-functional teams.

The ideal candidate brings 3+ years in project/process management, 1+ year in process engineering, and familiarity with Salesforce and BI tools.